Dynamics CRM Adding Stretch Goals to Goal Charts

Dynamics CRM 2011, 2013 and 2015 have a great Goals module that can be used to track progress toward goals, like sales quotas or activity counts. Out of the box, they’re pretty robust, allowing you to track both a target goal and stretch goal. Goals even have special charts that help visualize progress quickly. But, for some reason the charts omit displaying the stretch goal, even though it’s an out-of-the-box goal field… If you try to edit the chart, you’ll notice it is a “Managed” solution object, and because it’s not a standard chart type it can’t be changed much.

So what if you want to personalize your Goal charts a little more than that?

In this example, we’ll clone the “Actual vs. Estimated Revenue” chart and add stretch goals to the visualization.

Danielle, lines 53-55 in the code reference are what you insert to the XML file. (If you see it, ignore the SPAN tags in that section of code… That is supposed to highlight it in pink but does not work in all browsers.)